Wellacre Wealth app icon

Apps Like Wellacre Wealth for iPhone and iPad

by GeoWealth Management, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Ranked alternatives

Showing 261–280 of 1,000 ranked alternatives.

  3. Windsor Wealth app icon

    Windsor Wealth

    Windsor Wealth Management, Inc.

    Check balances and contact your team

    Check account balances and transaction history. View portfolio performance and asset allocation. Send secure messages to management team. Request account updates or document downloads. Set up account alerts and notifications.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
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  6. MyJanney app icon

    MyJanney

    Janney Montgomery Scott LLC

    ★ 4.06 ratingsFinanceFreeData updated 2026-09-10
    App details
  10. First Oak Wealth Management app icon

    First Oak Wealth Management

    First Oak Wealth Management LLC

    Access portfolio data securely

    Access portfolio data and manage investments through a simple interface. View account balances, transaction history, and performance metrics. Receive real-time updates and alerts. Communicate with advisors and request support directly.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
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  16. Family Wealth Solutions app icon

    Family Wealth Solutions

    Family Wealth Solutions, LLC

    View portfolio data and reports

    Access portfolio data and view reports and statements. Communicate with the Team. Navigate a simple and elegant interface for financial insights and updates.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.